Benefits of Working with a Financial Advisor

In today's world, you can get access to financial information from hundreds of different places. But how do you sift through all that information to find the right advice to meet your individual financial needs? And, then, where do you find the time to do it? A trusted financial advisor can do this for you-and much more.

At Tido Financial. we believe in knowing our clients, what's going on in their lives and what they hope to achieve. We want to build a long-term partnership to help you grow your net worth. As our lives become busier and busier, wouldn't it be nice to have one trusted advisor to turn to for all of your investment and tax questions?

It all starts with a PLAN.

Every client we meet are entitled to a comprehensive personalized financial plan. A time tested, innovative set of instructions, plans, strategies and guidelines that our team of advisors take pride in creating and personalizing for all our diverse and unique client base. The plan, in simple language and with effective tools help show ways and solutions to manage debts, save and invest, reduce taxes as well as handle difficult and complex financial related issues and problems.

Whichever direction or pathway you choose to take to reach your ultimate financial goals,

You need a financial ROADMAP.

As your financial advisor, navigator and lifetime partner/coach, we will achieve the following goals together.

  1. Increase cash flow- Earn additional income, manage expenses.

  2. Manage debt- Eliminate or consolidate debts.

  3. Create emergency fund- Save at least 6 months' income, prepare for emergency expenses.

  4. Ensure proper protection- Protect against loss of income, protect family assets.

  5. Asset accumulation- Long-term building, outpace inflation, reduce taxes.

  6. Preserve your estate- Build family legacy, help reduce estate taxes.

Tido Hoang, an investment advisory representative affiliated with Avantax Wealth ManagementSM, can simplify your life by designing and implementing an investment strategy suited to your individual needs and risk tolerance. He will help you manage all of the investment risk a portfolio faces, including purchasing power risk (the failure of a portfolio to meet or exceed the inflation rate). He will monitor and rebalance the account as needed and communicate the performance to you in quarterly meetings, always aware of the tax implications of any financial decisions. Quarterly meetings allow us to stay connected to our clients and what's happening in their lives so we can make changes to investment strategy if needed. We help our clients stay focused on their long term objectives and not base decisions on emotions or short term market volatility.

Our Services

We serve individuals and businesses in all areas of investment planning, including:

  • IRAs & Keogh Plans

  • Investing for College Education

  • Investment Research

  • Life & Long-Term Care Insurance2

  • Money Market Funds

  • Mutual Funds

  • Portfolio Analysis & Evaluation

  • Retirement Planning

  • Small-Company Pension Plans

  • Tax-Preferred Muni Bonds & Funds

  • Trust Services3

  • Annuities

  • Asset-Management Accounts

  • Brokerage Services

  • Common & Preferred Stocks

  • Corporate & Convertible Bonds

  • Custom Portfolios

  • Direct Investments

  • Employee Stock Plans

  • Estate Planning1

  • Exchange Traded Funds (ETFs)

  • Equity Portfolio Management

  • Fee-Based Portfolio Management

Avantax Wealth ManagementSM is not a legal or tax advisor.

Insurance products are offered through Avantax Insurance AgencySM and Avantax Insurance ServicesSMare underwritten by unaffiliated insurance companies.

Trust services available through Avan Legal Solutions. Avantax Wealth ManagementSM and its affiliates do not provide legal or tax advice. An estate plan is prepared and reviewed by Avan Law who specializes in estate planning and is licensed to practice law in CA.